scariest piece I have read in a while, especially as it makes total sense…….the EU/Globalist scam is in serious trouble……Lord knows what they will try to keep it afloat.
After all they are trying to start WW III, so ‘effing up individuals lives means nothing to such maniacs.
The shipping lane yeah that’s true. We can only hope. Those so called leaders over in Europe remind me of crooked managers and referees or umpires who’ve been paid off to make the wrong calls against the players, to throw the game in this case the citizens, to rob them of their country and everything it stands for. They need to get rid of them, they made themselves insignificant and not just useless but detrimental. If their own country can’t even trust them who can?
Marimaca Copper: Pampa Medina Continues to Deliver Extraordinary Cu-Ag Grade-Widths – Drilling Intersects 216m of 1.0% Cu and 7.2g/t Ag Including 62m of 2.2% Cu and 21.5g/t Ag from SPRD-15
Yes that should help the peace process. I think few ordinary citizens in the EU support further war.
If Russian oil and gas come back on the market that should take some pressure off of the strait of Hormuz.
I know, there are certain people totally invested in the war … and Zelensky he’s riding a tiger! Still the total waste and carnage of the conflict should move men of good will to end it.
And maybe now with Germany voting for the right finally hopefully can also talk to Putin with energy for their manufacturing base and get prices back down and their borders closed.
That would be tremendous news, but I’m afraid that the Globalists are too invested in a New World Order ( and crushing Trump along with it).
Sorry to be a defeatist, but I would love for that to happen!!
In Putin Call, Trump Seeks Swift End To Ukraine War & Restoration Of US-Russia Ties
It’s not me, it’s the force of the Universe, now moving in our direction! 🙂
I thought it WAS pretty simple … 🙂
Ipso post on Nike is satire filled with metaphors. Comparing it to a failed marriage. Changing from shelf space like Footlocker to online. Using pop culture tactics like American Eagle and Sydney Sweeney Moving away from sports to say woke. They’re grabbing up the newly popular female basket ball favorites I see like Caitlin Clark a amazing player making the hood rats jealous and attacking her and her teammate that has Clarks back doing well at least.
Maddog – not getting any help from the dollar. Looks like they are trying to tie the metals to the SM, but the shares look good, so maybe we get a makeup move tomorrow.
Ipso – I made a watchlist of those silver plays you posted over the weekend, almost every one of them is higher today. Can you do that everyday please?😇
K.I.S.S. please!
Lee Roach
@leevalueroach
·
10h
My wife left me today. She said “it’s the Nike thing.” I said Nike is a $100 billion brand that fired its own retailers and got out-run by a Swiss company named after a preposition, and the only person on Earth who can save it is Sydney Sweeney in a swoosh, and she said “I’m taking the Hokas.”
Let me explain to you what I was trying to explain to her.
In 2020 Nike hired a software guy. Software guy looks at fifty years of owning every wall in every Foot Locker in America and says “what if we sold shoes like Salesforce.” They called it Consumer Direct Acceleration. Nike fired Foot Locker. Fired DSW. Fired Macy’s. Fired the guy at the mall who’s been lacing Air Maxes since Reagan. And that guy didn’t die. He just put Hoka on the wall.
She said “you don’t even run.” I said NOBODY WHO BUYS HOKAS RUNS, THAT’S THE ENTIRE BUSINESS MODEL, and she started packing.
Here’s what the software guy didn’t understand. Wholesale isn’t a channel. Wholesale is shelf space. Shelf space is real estate. You don’t abandon real estate in a mall. You abandon it TO SOMEONE. Nike left the wall and On, New Balance, and a running shoe that looks like a Wi-Fi symbol moved in. Nike’s app pushed me a meditation playlist. The brand that told me to Just Do It now wants me to Just Log In.
Also the ads became TED talks. Every spot was a journey. Nobody wants a journey from a shoe. A shoe has one job: make me feel like I could beat someone. Nike replaced “beat someone” with “reflect.” Ask the stock how reflection went. It lost more than half its value from the 2021 high and the new CEO is now crawling back to Foot Locker like a guy who left his wife for a startup and the startup was an app.
She said “that’s you. That’s literally what you’re doing right now.” I said I’m not crawling, I’m explaining the setup.
THE SETUP. American Eagle put Sydney Sweeney in jeans, made one pun, and the stock ripped like a meme coin in a mall. That is the entire trade. Nike doesn’t need a Vision. Nike doesn’t need a Transition Year. Nike needs 30 seconds, Sydney Sweeney, one bad pun about a swoosh, and every man in America aged 25 to 50 with a Robinhood account will personally rebuild the Foot Locker wall with his hands.
Until then it goes lower. Every “reset.” Every “we’re encouraged by early signs.” Every earnings call is another Hoka on a shelf that used to be a Nike.
She said “I hope Sydney Sweeney is worth it.” I said she’s worth roughly 400 basis points of shelf share at Dick’s and she closed the door.
Anyway I’ve got a Foot Locker floor plan from 2016 taped above the bed, a pair of Pegasus 36s I’m not allowed to retire until the stock reclaims its highs, and nobody left to explain it to.
So it’s you now. Buckle up. Sydney, if you’re reading this, the swoosh needs you. So do I.
Fingers crossed
Europe’s Von der Leyen Wants To Put Private Bank Deposits Under State Direction
and it looks like $ 4400 is being defended….my guess is we have some big shorts caught.
Let’s hope for a repeat performance. It almost seems likely, especially if we can get some strength behind the metals.
No excitement yet today as the Epstein class rolls back into town, but lots of questions about whether they’ll be buying or selling.
My gut says this September will be one for the history books, whether in the markets or the world, or both.
Silver is going to be making a spring board for post election provided the Fed doesn’t lay the hammer down.
| Index / Asset | Performance Trend During Midterm Election Years |
|---|---|
| HUI Index (NYSE Arca Gold Bugs) | Strongest year of the cycle. Highly reactive to rising political uncertainty and market volatility. |
| XAU Index (Philadelphia Gold & Silver) | Upward trend, but historically behaves as a precursor to even stronger gains in the following post-election year. |
| Gold Bullion | Strongest year of the cycle, averaging an 11% to 12.5% return since 1968, heavily driven by an upward rally that begins in July. |
| S&P 500 / General Equities | Muted or negative through the first 3 quarters due to policy uncertainty, followed by a sharp post-election rally. |
We had one in Dec 24 to May 25……the ratio ran to Feb 26….. Hui more than doubled
I like that “w” pattern on the GDX/GLD chart. Looks like you may be on to something there.